See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $561,480 |
THE SEGAL COMPANY7 years Service code 11 · EIN 06-0839113 | Actuarial | $130,597 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $122,804 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $90,760 |
WILLIG, WILLIAMS & DAVIDSON9+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $39,266 |
STEVENS & LEE9+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $35,388 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $30,500 |
SEI INVESTMENTS9+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $11,648 |
LV PRINT CENTER1 year Service code 38 1701 UNION BLVD · ALLENTOWN, PA 18109 | Participant Communication | $8,096 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 12.08% | 724.96%-712.9pp | 78.53%-66.5pp | 37.74%-25.7pp |
| Employer contribution / active EE | $8,582 | $14,638-41.4% | $31,628-72.9% | $15,781-45.6% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |